Heritage Global Partners
12625 High Bluff Drive Suite 305,
San Diego, 92130, CA,
United States
San Diego, 92130, CA,
United States
1 858-847-0659
Professional Services
Heritage Global Partners Technographics
Heritage Global Partners Technographics, Software Purchases, AI and Digital Transformation Initiatives
Discover the latest software purchases and digital transformation initiatives being undertaken by Heritage Global Partners and its business and technology executives. Each quarter our research team identifies on-prem and cloud applications that are being used by the 200 Heritage Global Partners employees from the public (Press Releases, Customer References, Testimonials, Case Studies and Success Stories) and proprietary sources.
During our research, we have identified that Heritage Global Partners has purchased the following applications: Intuit Quickbooks Enterprise for ERP Financial in 2015, Auction Flex for Auction Management in 2012, Microsoft 365 for Collaboration in 2021 and the related IT decision-makers and key stakeholders.
Our database provides customer insight and contextual information on which enterprise applications and software systems Heritage Global Partners is running and its propensity to invest more and deepen its relationship with Intuit , Auction Flex , Microsoft or identify new suppliers as part of their overall Digital and IT transformation projects to stay competitive, fend off threats from disruptive forces, or comply with internal mandates to improve overall enterprise efficiency.
We have been analyzing Heritage Global Partners revenues, which have grown to $2.6 million in 2024, plus its IT budget and roadmap, cloud software purchases, aggregating massive amounts of data points that form the basis of our forecast assumptions for Heritage Global Partners intention to invest in emerging technologies such as AI, Machine Learning, IoT, Blockchain, Autonomous Database or in cloud-based ERP, HCM, CRM, EPM, Procurement or Treasury applications.
Heritage Global Partners Tech Stack and Enterprise Applications
Heritage Global Partners ERP
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| Intuit | Legacy | Intuit Quickbooks Enterprise | ERP Financial | ERP | x | 2015 | 2015 |
In 2015, Heritage Global Partners implemented Intuit Quickbooks Enterprise. The deployment targeted ERP Financial capabilities for the 200 employee professional services firm based in the United States, positioning Intuit Quickbooks Enterprise as the primary system for centralized accounting and financial reporting. The implementation served core finance and accounting functions including invoicing and consolidated financial control.
The configuration emphasized standard ERP Financial functional modules, with deployments supporting general ledger, accounts receivable, accounts payable, billing and revenue management, consolidated financial reporting, and structured period close workflows. Intuit Quickbooks Enterprise was configured to align the chart of accounts with professional services revenue streams and to support concurrent accounting users through user permissions and audit trail settings.
Operational rollout covered the finance and accounting teams, standardizing month end close processes, approval workflows, and segregation of duties practices. Governance focused on configuring system policy settings and audit logging within Intuit Quickbooks Enterprise, and training finance staff on consistent bookkeeping and reporting procedures to institutionalize the new ERP Financial operating model.
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Heritage Global Partners ERP Services and Operations
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| Auction Flex | Legacy | Auction Flex | Auction Management | ERP Services and Operations | n/a | 2012 | 2012 |
In 2012, Heritage Global Partners implemented Auction Flex as its Auction Flex Auction Management platform to power HGP auctions and manage sales across its business. Auction Flex serves as the core Auction Management application for Heritage Global Partners, supporting the companys auction operations and bidder-facing sales channels for more than 1,000 Auction Houses managed by the vendor.
The implementation centers on bidder and registration management, with explicit portability so that all existing user registrations are transferrable to any of Heritage Global Partners sales. Configuration and functional coverage align with standard Auction Management capabilities, including catalog and lot management, online bidding workflows, auction scheduling, bidder account administration, and settlement and invoicing processes, scaled to a 200 employee professional services organization.
Operationally the Auction Flex deployment is used to centralize auction operations and sales workflows, affecting auction operations, sales support, and client services teams. Governance emphasis is on a unified bidder registry and centralized auction configuration to maintain consistent registration and bidding rules across discrete sales events, while integrations follow category norms for payment processing and back-office reconciliation without named third party specifics in the source.
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Heritage Global Partners Collaboration
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| Microsoft | Legacy | Microsoft 365 | Collaboration | Collaboration | n/a | 2021 | 2021 |
In 2021, Heritage Global Partners deployed Microsoft 365 for Collaboration. The Professional Services firm based in the United States with roughly 200 employees is using Microsoft 365 on their website, indicating a tenant-level Microsoft 365 presence tied to corporate web assets. The public signal of Microsoft 365 on web properties points to adoption of Microsoft cloud collaboration services for both internal and external content delivery.
Microsoft 365 provides standard Collaboration capabilities including Exchange Online for enterprise email, Microsoft Teams for real-time communication, SharePoint and OneDrive for document management and intranet content, and Azure Active Directory for identity and access control. For an organization of this size, these capabilities align to support core business functions such as internal communications, document workflows, and client-facing collaboration, with governance typically focused on tenant administration, role-based access controls, and centralized content policies.
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Heritage Global Partners eCommerce
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
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eCommerce | eCommerce |
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2017 | 2017 |
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Heritage Global Partners CRM
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
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CRM | CRM |
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2018 | 2018 |
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Digital Advertising Platform | CRM |
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2019 | 2019 |
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Marketing Analytics | CRM |
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2020 | 2020 |
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Marketing Automation | CRM |
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2021 | 2021 |
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Heritage Global Partners ITSM
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
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Application Performance Management | ITSM |
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2019 | 2019 |
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Heritage Global Partners PaaS
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
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Transactional Email | PaaS |
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2015 | 2015 |
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Heritage Global Partners IaaS
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
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Application Hosting and Computing Services | IaaS |
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2013 | 2013 |
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Application Hosting and Computing Services | IaaS |
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2021 | 2021 |
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Content Delivery Network | IaaS |
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2012 | 2012 |
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IT Decision Makers and Key Stakeholders at Heritage Global Partners
| First Name | Last Name | Title | Function | Department | Phone | |
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VP Operations | VP | Operations | |
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Director of Sales | Director | Finance | |
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Director of Financial Reporting | Director | Finance | |
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Chief Financial Officer | CXO | Finance | |
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Apps Being Evaluated by Heritage Global Partners Executives
APPS RUN THE WORLD tracks software evaluation trends across 2 million companies worldwide, including buyer insights from Heritage Global Partners IT executives and key decision makers. As part of ARTW Buyer Intent and technographics insights, these findings provide useful visibility into the Heritage Global Partners digital transformation priorities and AI adoption trends.
| Date | Company | Status | Vendor | Product | Category | Market |
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| No data found | ||||||
FAQ - APPS RUN THE WORLD Heritage Global Partners Technographics
Heritage Global Partners is a Professional Services organization based in United States,
with around 200 employees and annual revenues of $2.6 million.
Heritage Global Partners operates a diverse technology stack with applications such as
Intuit Quickbooks Enterprise, Auction Flex and Microsoft 365,
covering areas like ERP Financial, Auction Management and Collaboration.
Heritage Global Partners has invested in cloud applications and AI-driven platforms to optimize efficiency and growth,
collaborating with vendors such as Intuit, Auction Flex and Microsoft.
Heritage Global Partners recently adopted applications including
Microsoft 365 in 2021, Hubspot Marketing Automation in 2021 and Microsoft Azure Cloud Services in 2021,
highlighting its ongoing modernization strategy.
APPS RUN THE WORLD maintains an up-to-date database of Heritage Global Partners’s key decision makers and IT executives,
available to Premium subscribers.
Our research team continuously updates Heritage Global Partners’s profile with verified software purchases,
vendor relationships, and digital initiatives identified from public and proprietary sources.
Subscribe to APPS RUN THE WORLD to access the complete Heritage Global Partners technographics profile,
including detailed breakdowns by category, vendor, and IT decision makers.